PFGIA
CWBR

Patriot Financial Group Insurance Agency’s CohBar, Inc. Common Stock CWBR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CWBR Stock Details CWBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-33
Closed -$1K – 1480
2019
Q3 		$1K Hold
33
– – ﹤0.01% 1264
2019
Q2 		$2K Hold
33
– – ﹤0.01% 1160
2019
Q1 		$3K Hold
33
– – ﹤0.01% 977
2018
Q4 		$3K Hold
33
– – ﹤0.01% 812
2018
Q3 		$4K Buy
+33
New +$5.32K ﹤0.01% 797

Other funds holding CWBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CWBR Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of CohBar, Inc. Common Stock (CWBR) in Q4 2019, closing a stake of 33 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CWBR in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 22 funds tracked by Wall St. Rank hold CWBR as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining CohBar, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 33 CohBar, Inc. Common Stock shares in Q4 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in CohBar, Inc. Common Stock in Q3 2018 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's CohBar, Inc. Common Stock position peaked at $4K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held CohBar, Inc. Common Stock as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.